ESOP · DOL Form 5500 · 2023

Lafayette Group, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
179
Participants Small participant base
77th
Percentile by assets National rank
$146,167
Avg per participant Above avg balance/head
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Official DOL plan name: Lafayette Group, Inc. Employee Stock Ownership Plan · Sponsored by Lafayette Group, Inc. · Virginia · Professional & Technical Services

$26M in assets, 179 participants

Lafayette Group, Inc.'s Lafayette Group, Inc. Employee Stock Ownership Plan reported $26M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,759 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Lafayette Group, Inc. Employee Stock Ownership Plan covers 179 participants in Virginia, about 23% of the average Virginia filer (state average ~782 per filing). Assets: $26M.

#15,759
in Professional & Technical Services (20,321 peers)
+46.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lafayette Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lafayette Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26,163,870 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lafayette Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lafayette Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lafayette Group, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lafayette Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $18M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Lafayette Group, Inc. Employee Stock Ownership Plan reported participants rose from 155 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541696125 · Lafayette Group, Inc. PY 2023 · ESOP

Lafayette Group, Inc. Employee Stock Ownership Plan · $26M · 179 · 77th

  • PHOTO $26M
  • PHOTO 179
  • PHOTO 77th
  • PHOTO ESOP
  • PHOTO near Minn-Dak, Co. Employee Stock Ownership Plan
  • PHOTO ind #15759

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Virginia →

Lafayette Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Streimer Sheet Metal Works, Inc. Amended and Restated Employee Stock Ownership PlanStreimer Sheet Metal Works, …$26MMiller Castings, Inc. Employee Stock Ownership PlanMiller Castings, Inc. Employ…$26MLafayette Group, Inc. Employee Stock Ownership PlanLafayette Group, Inc. Employ…$26MMinn-Dak, Co. Employee Stock Ownership PlanMinn-Dak, Co. Employee Stock…$26MBapko Metal, Inc. Employee Stock Ownership PlanBapko Metal, Inc. Employee S…$26M
End-of-year total assets ($M) among Lafayette Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$10M
Employer EIN541696125
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lafayette Group, Inc.)

Sponsor-wide plan assets over time

All Lafayette Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 52.44094121144774% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.2M $41.5M ▲ +52.5%
Year Plans Participants Total Assets
2022 2 329 $27M
2023 2 380 $37M
2024 2 495 $42M

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lafayette Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Lafayette Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.02616387 · Participants: 179Lafayette Group, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Lafayette Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Lafayette Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lafayette Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Minn-Dak, Co. Employee Stock Ownership Plan in ND ($26M); by covered participants it is E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan in TN (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lafayette Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Lafayette Group, Inc. Employee Stock Ownership Plan surged - up 46.3% during 2023, from $18M to $26M. Reported net income was $10M.
How have Lafayette Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lafayette Group, Inc.'s sponsor-wide assets grew 52.4%, from $27M to $42M.
Where does Lafayette Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lafayette Group, Inc. Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lafayette Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Minn-Dak, Co. Employee Stock Ownership Plan in ND ($26M, 64 participants).
Which ESOP plans cover a similar participant headcount to Lafayette Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan in TN (179 participants, $294K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541696125.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.